Seeds Investor’s Principal Financial Group PFG Stock Holding History

Seeds Investor’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$693K	Buy	7,361 +3,310	+82%	+$303K	0.09%	161
2025 Q4	$357K	Buy	4,051 +900	+29%	+$76K	0.07%	165
2025 Q3	$261K	Buy	3,151 +59	+2%	+$4.72K	0.06%	198
2025 Q2	$246K	Sell	3,092 -1,135	-27%	-$87.1K	0.06%	204
2025 Q1	$357K	Buy	4,227 +931	+28%	+$77.4K	0.1%	149
2024 Q4	$255K	Sell	3,296 -386	-10%	-$32.5K	0.07%	209
2024 Q3	$316K	Sell	3,682 -296	-7%	-$23.9K	0.12%	159
2024 Q2	$312K	Buy	3,978 +1,126	+39%	+$91.4K	0.16%	132
2024 Q1	$246K	Buy	+2,852	New	+$229K	0.23%	127

Other funds holding PFG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return